Theresa Blake
BRAMPTON,ON
Summary
Detail-oriented professional with extensive experience in high-volume office environments. Delivers clerical and operational support while managing supplies, paperwork, and project needs. Coordinates meetings, travel, and special events with efficiency and sound judgment, ensuring smooth operations with minimal oversight.
Overview
11
11
years of professional experience
Work History
Administrative Assistant
Raymond James
10.2025 - Current
- Use Dynamic CRM to keep organized
- Detailed communication with clients
- Accurately process paperwork
- Book appointments with clients
- Coordinated schedules and appointments for executives and team members.
- Facilitated communication between clients and financial advisors promptly.
- Send forms to clients via Adobe Sign and DocuSign
Office Manager CONTRACT POSITION
Leith Wheeler
01.2025 - 07.2025
- Schedule meetings with clients and internal staff
- Engaged with clients to maintain strong relationships and address inquiries
- Updated and organized financial records regularly
- Submitted expenses to the financial department for timely reimbursement
- Systematically filed and maintained office records
- Procured office supplies to ensure operational efficiency
Client Relationship Specialist
SSCNet Technologies
10.2021 - 10.2024
- Assisted clients with trade and FX settlements, ensuring timely and accurate processing of transactions.
- Coordinated with clients to establish RRSPs, LIRAs, RESPs, and other financial products, facilitating their investment needs.
- Supported SSCNet clients through daily inquiries and issues, enhancing client satisfaction and retention.
- Supported product management team with various tasks.
Portfolio Administrator
CIBC Mellon
09.2015 - 10.2021
- Matched hundreds of equity and bond trades using Bloomberg and CTM/Omgeo applications.
- Facilitated foreign exchange trades for traders, ensuring accurate matching with brokers and timely delivery to custodian via FXConnect/GTSS.
- Verified accuracy of trades using Bloomberg platform. on Bloomberg.
- Collaborated with traders, brokers, and custodians to identify and resolve trade discrepancies and market settlement issues.
- Use Hedgebook to create excel files to send to the clients, and fund accounting.
Education
BBA - Business Administration And Management
York University
Toronto06-2004
Skills
- Administrative support
- Client relationship management
- Financial record management
- Accounts payable
- Document filing
- Attention to detail
- Effective communication
- Team collaboration
- Self-starter
- Business correspondence
Timeline
Administrative Assistant
Raymond James
10.2025 - Current
Office Manager CONTRACT POSITION
Leith Wheeler
01.2025 - 07.2025
Client Relationship Specialist
SSCNet Technologies
10.2021 - 10.2024
Portfolio Administrator
CIBC Mellon
09.2015 - 10.2021
BBA - Business Administration And Management
York University